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Disclosery

Box Hill Private Wealth LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Box Hill Private Wealth LLC on JPM, newest first. How the timeline and the estimate are built.

Box Hill Private Wealth LLC held 1,813 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,813 shares
    Change vs previous 13F -36 shares

    0.44% of the 13F portfolio, value $599,915.

    13F-HR 0002094120-26-000005 filed by Box Hill Private Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,849 shares
    Change vs previous 13F +21 shares

    0.49% of the 13F portfolio, value $605,316.

    13F-HR 0002094120-26-000004 filed by Box Hill Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,828 shares
    Change vs previous 13F +8 shares

    0.53% of the 13F portfolio, value $537,866.

    13F-HR 0002094120-26-000003 filed by Box Hill Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,820 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $586,323.

    13F-HR 0002094120-26-000002 filed by Box Hill Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).